Bernadine's arrival at Madrid Wealth Management marks a significant enhancement to our team. Bringing a wealth of expertise in compliance and financial operations, she is a valuable addition to both the Wealth Team and our clients.
With 18+ years of experience in the Wealth, Finance & Accounting industries, Bernadine has experience in accounting, account openings, maintenance, transfer facilitation, and daily account reconciliation. She’s adept at analyzing client portfolios, recommending strategies, and executing trades efficiently. During her nine-year tenure at a large Registered Investment Adviser (RIA), she excelled in managing the daily operations for six of those years.
Bernadine’s credentials include a securities license and an Accredited Investment Fiduciary (AIF) designation, underscoring her adeptness in fiduciary responsibility and her capability in applying fiduciary practices. She holds a Bachelor’s degree in Business Administration, with dual concentrations in Accounting and Finance from the University of New Mexico’s Anderson School of Management.